E-Signatures
Speeds up the process of obtaining approvals and completing business transactions.
Learn MoreContent Collaboration
Connect all departments with clients through Virtual Cabinets simple, secure and streamlined.
Learn MoreDocument Creation
Quickly create templates that will fill in information automatically for commonly used documents.
Learn MoreDocument Storage
Store your documents by using on-premise file storage with Virtual Cabinet and cloud document storage with Client Portal.
Learn MoreSecure File Sharing
Send large documents, to clients, suppliers and customers securely via the Client Portal
Learn MoreGetBusy
Communicate and collaborate with equal focus, both internally and externally, on any project, task or piece of work.
Learn MoreReporting
Comply with strict privacy laws and ensure high quality staff output with Virtual Cabinet Reporting.
Learn MoreAccess Controls
Set industry leading security controls for all users to protect critical business content at all stages of its life.
Learn MoreAutomatic Filing
Automatically file emails and attachments, Practice Management files and scanned documents into Virtual Cabinet.
Learn MoreCloud Client Portal
A secure online workspace where you can share content, manage approvals, track activity, and communicate safely with your clients
Learn MoreContent Searching
Powerful content searches across all major file formats, with additional search indexes within document contents.
Learn MoreCompliance
Comply with data protection laws and regulations by securely organising and storing business documents.
Learn MoreDocument Retention
Setup an Archiving policy. Delete old documents with Document Retention, simplify your system and comply with strict privacy laws.
Learn MoreFiling Standardisation
Establish a standardised filing structure for your documents making indexing and retrieval easier and efficient.
Learn MoreMobile App
Easily access your documents anywhere, anytime. Transform how you work and elevate your client experience.
Learn MoreMultiple Branding
Create multiple branded client portals for your customers that cater to different business services or departments.
Learn MoreVersion Control
Keep track of changes to documents over time, set permissions and rollback with Version Control.
Learn MoreIntegrations
Microsoft Office Plugins, to CRM Integrations, and custom solutions.
Learn MoreWorkflow Automation
Automate business processes to stay productive, ensure compliance and increase visibility of job completion.
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